Method Community

Hi there mmcbride, Are you making sure you log in as the Admin User? You might need to re-add the certificates as the admin user in Quickbooks, as there was a certificate update done on our end a few weeks ago. If you need any assistance with this, please Let me know, or email us at support@method.me and ill have a support representative ...

Hi Blake, Similarly to your last question regarding Screen level permissions based on user, there is currently no direct way for Grid views to be filtered by user in Method:New. If you were interested in building out a custom solution for this one, let me know and I can point you down the right path. Thanks Blake. -Ben

Hi Blake, Unfortunately as of right now, there is no direct way to set up screen level permission to allow users access to certain apps or screens. This is something we are working on implementing in the future however! There are a few ways you could work around this in the meantime however. You could assign an action result ...

Hi Kenichiro, By default, there is currently no way to directly create an Invoice directly from an Estimate. We are working on implementing this functionality to more closely Mirror the QuickBooks Online functionality, so keep a close eye on our release notes for future updates! https://www.method.me/cs/blogs/releasenotes/ If you were ...

Hi Kenichiro, I just took a quick look into your account here and it appears everything is working as it should be. It might be related to some minor data corruptions in your account that you and I have spoken about offline here, but it appears to be working as of right now. Was this a fix you implemented yourself?  Regards, Ben

Hi There Kenichiro, Good catch on this one! This is a mistake on the Help centre as this button does not exist currently. We will get this one removed from the Help centre to ensure there is no further confusion. Thanks Kenichiro. Regards, Ben

Hi jsautel, There is currently no way to change Table a screen is based off of. May I ask why you were needing to change the base table? Im sure we can come up with a workaround together! Regards, Ben

Hi bergyver, My apologies for the delayed response on our end, more than happy to help out! After some quick testing on my end, it appears that you are not missing something - this is a bug on our end. On other similiar actions, Update Fields in Table for example, you will see 'Loop' as a selectable value in the 2nd Value Dropdown - ...

Hi Mahlon, My apologies for the delayed reponse from us here. I know youve already had a chat with a member of our team regarding this one, but for the benefit of anyone else reading. We are currently aware of the issues regarding search on Dropdowns in new, and have some updates and fixes planned to get this one up and running in the near ...

Hi Mike, I think I understand what you are trying to do here, please corrtect me if I am wrong. You are correct in your assumption that you would need to use an advanced script to get this one running. You would need to create an SQL script saved an Action Result, looking something like  (Fullname ...